{"id":38970,"date":"2026-07-24T17:13:44","date_gmt":"2026-07-24T17:13:44","guid":{"rendered":"https:\/\/www.duck9.com\/blog\/?p=38970"},"modified":"2026-07-24T13:13:49","modified_gmt":"2026-07-24T17:13:49","slug":"long-bond","status":"publish","type":"post","link":"https:\/\/www.duck9.com\/blog\/long-bond\/","title":{"rendered":"Long Bond"},"content":{"rendered":"
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\u2022  Michael Burry urges watching long-term Treasuries due to pressures from AI-fueled debt growth, rising inflation volatility per Simon White\u2019s chart, a shaky Treasury basis trade, and oil prices nearing $100.<\/p>\n

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\u2022  Accompanying charts show 30-year yields above 5% for 27 days in 2026, underlying CPI component volatility approaching pandemic highs, and leveraged funds\u2019 cash-futures basis trade positions declining sharply since early 2025.\"image1.png\"<\/p>\n

\u2022  Burry questions how much longer private equity (PE) and private credit (PC) can sustain amid these converging bond market stresses.\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b\u200b<\/p>\n<\/div>\n

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Watch the long bonds. Treasuries pressured by AI’s debt explosion, rising inflation vol, (per the great chart from @Bloomberg’s Simon White). Basis Trade’s shaky state, #oil back near 100, many factors, many charts. Not sure how much longer PE and PC can hold their breath.<\/div>\n<\/td>\n<\/tr>\n
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Cassandra Unchained (@michaeljburry) 2K likes \u00b7 127 replies<\/font><\/a><\/div>\n
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Chapter 1 to Chapter 14\u2019s an \u201cEaster Egg\u201d at <\/span>#ch1 to #ch14. Including #ch2 which\u2019s chapter 2 at my house in Napa California<\/span><\/div>\n

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On 09-09-39, “What They Will NEVER Teach You at Stanford Business School” debuts at 300 w 44th St at New York Fashion Week’s front row
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<\/span><\/div>\n
Larry Chiang<\/span><\/div>\n
Fund of Founders<\/div>\n
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Cell: 415-720-8500 <\/div>\n

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650-283-8008 (cell)<\/span><\/div>\n

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Editor of the widely syndicated “What They Don’t Teach at School”
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52 Cards. Two Jokers. What They DO Teach You at Stanford Engineering
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Emergency swings and cutting deals as an 9 year old
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Hunter Pence shared thoughts before winning WORLD SERIES’ Game #7
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\u2022  Michael Burry urges watching long-term Treasuries due to pressures from AI-fueled debt growth, rising inflation volatility per Simon White\u2019s chart, a shaky Treasury basis trade, and oil prices nearing $100. \u2022  Accompanying charts show 30-year yields above 5% for 27 days in 2026, underlying CPI component volatility approaching pandemic highs, and leveraged funds\u2019 cash-futures […]<\/p>\n","protected":false},"author":1,"featured_media":38971,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-38970","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"post_mailing_queue_ids":[],"_links":{"self":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/38970","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/comments?post=38970"}],"version-history":[{"count":0,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/posts\/38970\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media\/38971"}],"wp:attachment":[{"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/media?parent=38970"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/categories?post=38970"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.duck9.com\/blog\/wp-json\/wp\/v2\/tags?post=38970"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}